We provide Tax Services for the Individual, small business, partnerships, and Corporation, including planning, preparation, capital gains transactions, business entity formation. We will represent our clients for audit representation, tax collection and litigation. Tax Services
We provide Financial planning and administration for the Individual, small business, and Corporation, including estate, gift and trusts. Financial Planning
Small Business Services
We will provide the planning and services that a small business needs to be successful; advice, cash management, bookkeeping and tax preparation services.
We provide investment strategies for the individual, retiree, retirement plan sponsors, or corporation. Investment Services
Our services extend to those in other countries; Expatriation and Expatriate services, International tax services, and consulting services. Expatriate services
Comprehensive Financial Planning
We offer this service on a select basis to high net worth and high income investors, to help consolidate and balance the many confusing and competing financial objectives. A comprehensive plan covers the "Three Cs": Contingency planning, Consumption planning and Community planning. Within this context, we address sub-issues such as Asset Protection, Income Protection, Debt Management, Investment Planning, Retirement Plan Distributions, Charitable Planning and Estate Planning. We track clients' progress in these areas and remind them of areas requiring further work.
This service involves reorganizing your wealth to match your values. Being "values-based" estate planners, we help you to identify and implement a process to quantify your financial needs. The use of trusts and charitable gifts is considered to meet your broader social objectives and to reduce your tax liability. We work with your attorney and other advisors and "quarterback" the implementation of your plan - and keep it simple for you.
For US citizens and green card holders living abroad, there are special rules regarding the filing of US tax returns. In addition, these individuals can benefit from our online cash management and investment management services to provide a complete Expatriates Plan, to maximize the use of offshore investments, asset protection and tax minimization.
Collection and Litigation
This legal service is offered by our tax counsel, Dana Snider Esq., and is designed to assist individual and corporate taxpayers who have an issue to resolve with U.S. tax authorities. The process often requires us to closely examine your prior years' income, prepare or amend prior years' returns, and match your current financial condition to an Offer in Compromise or other negotiated settlement. The minimum initial retainer for this service is $1,000.
|home firm profile services resources library news location contact press kit employment sitemap|
|copyright © 2005-2008 site designed and developed by SHORT BIRD STUDIO|